Buckinghamshire | £28,000 – £35,000 DOE | Hybrid / Remote / On-site Options Are you an organised, detail-oriented IFA Administrator looking to join a close-knit, high-performing financial planning team? We’re working with a boutique firm in Buckinghamshire, led by experienced Advisors, who are seeking a proactive and reliable Administrator to support their growing client base. This is a fantastic opportunity to become an integral part of a business that values collaboration, flexibility, and professional development. What’s the role? You’ll be supporting the Advisors and Paraplanners with a range of administrative tasks, including: Preparing and processing client documentation Managing client records and updating CRM systems Liaising with providers for valuations, policy details, and updates Assisting with meeting preparation and follow-up General office support and coordination This role is ideal for someone who enjoys working in a varied, fast-paced environment and is confident managing their own workload. Benefits Salary: £28,000 – £35,000 depending on experience Bonus/Commission: Annual review in April, with yearly individual and company profit-based pay rises Pension: Nest standard or contribution to personal pension Holiday: 2 weeks off at Christmas (outside allowance) Bank Holidays 28 days What do you need? Experience in an IFA or financial services admin role Strong organisational and communication skills Comfortable working independently and as part of a small team Familiarity with financial services platforms and CRM systems (e.g., Intelligent Office, Xplan, etc.) is a plus A proactive attitude and willingness to support across the business Working arrangements Hybrid / On-site – flexible options available Initial expectation to be on-site 3–5 days/week while settling in Remote candidates expected to visit the office monthly or fortnightly If this role sounds like a good fit, please apply and I’ll be happy to discuss further!